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NAIFA NH Annual Meeting

Wednesday, May 9, 2018

7:30 am to 11:30 am

Puritan Conference & Event Center

245 Hooksett Road, Manchester, NH – 03104

Our Day At A Glance:

7:30 am

Breakfast, Networking, and Visit with Exhibitors

Guest speaker: Governor Christopher T. Sununu

Annual Business Meeting & Legislative Update: Legislative update by Harold R. Sullivan, CFP®,CLU®,LUTCF,CLTC,CASL® and Adam J. Schmidt, Government Relations Director, Bianco Professional Association

Break with our Exhibitors

Presentation of the Distinguished Financial Advisors Award

"Just Ask" Panel Discussion moderated by Connell J Tarr CLU®, ChFC®, AEP®

     Lucas J. Noble, CFP, ChFC, CASL

     Gregory R Mason, LUTCF

     Stephen Arthur Graham

Draw for Door Prizes from Exhibitors

Adjourn at 11:30 am

Welcome our "Just Ask"Panel...

Lucas J. Noble, CFP, ChFC, CASL

Lucas Noble is a Financial Planner and an Investment Adviser Representative. Luke is committed to giving each and every one of his clients the most appropriate and honest recommendations to fit their unique financial needs. He aims to give his clients the very best of service, and strives to build a strong relationship with every client and become a lifelong resource for them and their families.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke works with his clients to create a strategy that meets their financial goals through accumulating and preserving wealth. Luke's clientele ranges in age and profile, he and his team may access numerous resources to assist any person in building their financial freedom

Luke has earned the Chartered Advisor for Senior Living designation, making him well versed in senior affairs and the planning surrounding finances as we age. He has a network of attorneys, CPA's, and home health care aids that assist him in making sure his aging clients are cared for financially as well as legally and physically.

As a Special Care Planner, Luke is certified in dealing with families with special needs dependents, both young and old. Luke can make sure that the proper measures are taken to ensure that a special needs dependent is well cared for and the can maintain a dignified quality of life.

Luke is a lifetime community activist on the North Shore. He and his family currently reside in North Andover. Luke is active in the Essex Estate Planning Council, on the leadership team of the Essex County BNI, and on the Board of the Megan's House Foundation. Active in political fundraising and organizing committees, Luke was elected to State Committee in 2012 and re-elected in 2016, and is currently the Chairperson of a Candidates Committee for a major political party.

Gregory R Mason, LUTCF

Greg Mason was born and raised in Manchester New Hampshire. He attended Saint Joseph’s University in Philadelphia, where he played baseball for four years. After Graduating with a Bachelors degree in marketing in 2006 Greg stayed in Philadelphia where he formally began his New York Life career.

Greg was an agent in the Constitution General Office from June of 2007 to June of 2011 qualifying for New York Life’s Executive Council three times. 

In 2011 he became a Partner in the same office, in this role Greg built his sales team and developed them into one the Top 50 units in the company in 2014. 

In the fall of 2015 Greg and his wife Sondra decided it was finally time to come home. In September of 2015 Greg returned to New Hampshire where he joined his father, Jeff, at Mason Financial Group. 

Since returning to New Hampshire Greg has been an MDRT qualifier as well as a member of New York Life’s President’s Council. He is a IAR with Eagle Strategies New York Life’s registered investment advisor. 

He enjoys working with business owners and young professionals with their insurance and investment planning. 

Greg resides in North Hampton with his Wife Sondra, son Reed and dog Owen.

Stephen Arthur Graham

Stephen began his career in the financial services industry shortly after graduating from Lehigh University in 2006.

He has had his practice with Northwestern Mutual since 2008, and though things have changed a lot since then, the top priority continues to be helping clients plan with confidence. 

In addition to qualifying for Forum in 2016, Stephen has most recently been appointed the life insurance specialist for our network office. He was also among the leaders in the agency in New Clients for the Eastern Region in 2015, 2013, and 2009 and was among the top representatives in providing our clients with life insurance benefit for the Eastern Region in 2015.  

Outside of work, Stephen is the youngest of five children. He grew up in Massachusetts and currently resides in Windham, New Hampshire with his wife, Lisa, and their two children, Madeline and Carter. 

When he's not at work, he enjoys spending as much time with his family as possible. They love to travel and spend time outdoors. Stephen is also a car enthusiast and an avid Patriots and Red Sox fan.

NAIFA New Hampshire

Legislative Update:

This year's Legislative update will be given by New Hampshire's Governor Christopher T. Sununu.

This event will announce and honor the 

2018 Distinguished Financial Advisor for New Hampshire

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